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52-week highs recover.  (Trader’s Narrative)

Not every quant model outperforms – a mea culpa. (FT Alphaville, Felix Salmon)

Our old friend Sotheby’s (BID) is back on the move.  (The Money Game, WSJ earlier Abnormal Returns)

Catastrophe and a secular shift in long-term interest rates.  (Abnormal Returns also The Money Game)

The VIX is the “narrowest of measures.”  (Daily Options Report also Trading XYZ)

Emerging market bonds have been crushing it year-to-date.  (Bloomberg)

Greece is an emerging market as far as bond investors are concerned.  (Felix Salmon)

Mortgage rates are on the move…higher.  (Bloomberg)

Homebuilding stocks have taken a turn for the worse as mortgage rates push higher.  (Bespoke)

Airlines either merge or go bankrupt.  United Airlines (UAUA) and US Air (LCC) are talking merger.  (DealBook, WSJ, 24/7 Wall St.)

What can iShares do to stem the rush of assets from the iShares MSCI Emerging Markets ETF (EEM)?  (IndexUniverse)

Will Russell’s entry into the ETF business irritate its current partners?  (InvestmentNews)

500(?!?) years of the CRB Index.  (Big Picture)

The high yield market does not lead the stock market.  (CXO Advisory Group)

Debt spirals and the situation with sovereign debt.  (FT Alphaville)

Market pressure on Greek yields makes a bailout all the more likely.  (WSJ, EconomPic Data, The Source)

Bernanke warns: (insert fear here).  (Crossing Wall Street also 24/7 Wall St.)

Simon Johnson, “Make our largest banks small enough to fail.  There is simply no other way to really end the problem of Too Big To Fail.”  (Baseline Scenario)

Robert Rubin continues to wield influence with the current administration.  (Politico)

Disinflation is not all housing-related.  (macroblog)

March same store sales were “insane.”  (The Reformed Broker, Bespoke)

Still no sign of a turn in consumer credit.  (Calculated Risk, Bloomberg, Atlantic Business)

Why China seems to be more flexible about the Yuan.  (Foreign Policy also NYTimes)

Agricultural Bank of China could be the world’s largest IPO.  (Reuters)

What Michael Burry was saying about subprime back in 2006.  (market folly)

A look back at Alfred Winslow’s hedge fund.  (Greenbackd)

Cloud computing comes to Wall Street.  (Slashdot)

Has Twitter really reached a tipping point?  (GigaOM, Howard Lindzon)

The John Gruber review of the iPad.  (Daring Fireball)

Martha C. White, “The iPad’s superb visual quality makes it a natural for reading patient x-rays, MRIs, and all the other ways doctors peer inside our bodies.”  (The Big Money)

The financial blogosphere may go the way of the political blogosphere.  (Credit Writedowns)

Jonah Lehrer, “What this research makes clear is that powerful incentives don’t automatically lead to better decisions or effective models.”  (The Frontal Cortex)

Talk about gluttons for punishment.  Chicago Cubs tickets are the most expensive in MLB.  (SI)

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